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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Cribstone Capital Management
Maine
$1.91M -$105K -2,972 -5%
WTC
402
WhitTier Trust Company
Nevada
$1.91M
TI
403
Truepoint Inc
Ohio
$1.88M +$1.57M +44,420 +561%
WDL
404
Well Done LLC
Michigan
$1.86M +$48.4K +1,372 +3%
MLL
405
Moody Lynn & Lieberson
Massachusetts
$1.85M -$152K -4,308 -8%
LC
406
Landaas & Company
Wisconsin
$1.83M +$8.47K +240 +0.5%
MCM
407
Manchester Capital Management
Vermont
$1.83M -$183K -5,172 -9%
YWP
408
YorkBridge Wealth Partners
New York
$1.82M +$1.41K +40 +0.1%
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$1.78M +$179K +5,084 +11%
AI
410
Atria Investments
North Carolina
$1.78M -$696K -19,704 -29%
BTNA
411
Bremer Trust National Association
Minnesota
$1.77M -$52.5K -1,488 -3%
ST
412
Smithfield Trust
Pennsylvania
$1.77M +$57.5K +1,628 +3%
FPTW
413
Franklin, Parlapiano, Turner & Welch
Texas
$1.75M
FWP
414
FAS Wealth Partners
Kansas
$1.74M -$4.09K -116 -0.2%
CWM
415
Confluence Wealth Management
Oregon
$1.72M
FA
416
FCG Advisors
New Jersey
$1.71M -$46.6K -1,320 -3%
FSA
417
Financial Sense Advisors
California
$1.69M +$104K +2,948 +7%
SIC
418
Sigma Investment Counselors
Michigan
$1.67M -$39.7K -1,124 -2%
SWM
419
Segment Wealth Management
Texas
$1.66M -$18.9K -536 -1%
FNT
420
First National Trust
Pennsylvania
$1.62M -$99.5K -2,820 -6%
Franklin Resources
421
Franklin Resources
California
$1.62M -$74.8K -2,120 -4%
VWA
422
V Wealth Advisors
Kansas
$1.62M -$31.5K -892 -2%
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$1.61M -$17.1K -484 -1%
PA
424
Paracle Advisors
Washington
$1.55M +$32.9K +932 +2%
SCA
425
Stonebridge Capital Advisors
Minnesota
$1.54M +$66.8K +1,892 +5%

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.